LEGR vs EPHE

Comparison between FIRST TRUST INDXX INNOVATIVE TRANSACTION & PROCESS ETF (LEGR, ETF) and ISHARES MSCI PHILIPPINES ETF (EPHE, ETF).

5-Year PerformanceLEGR has outperformed EPHE, delivering a return of +11.1% compared to -3.4%

LEGR vs EPHE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LEGR(ETF)	EPHE(ETF)
Net Assets	$129M	$129M
Expense Ratio	0.65%	0.59%
Max Drawdown	36.12%	55.83%
Sharpe Ratio	1.48	-0.67
5Y Beta	0.78	0.50
P/E Ratio	22.56	N/A
Forward P/E	17.76	N/A
PEG Ratio	0.54	N/A
5Y Dividends CAGR	26.41%	22.85%
5Y EPS CAGR	15.95%	N/A
P/S Ratio	0.24	N/A
P/B Ratio	3.29	N/A

Net Assets

LEGR

$129M

EPHE

$129M

Expense Ratio

LEGR

0.65%

Winner

EPHE

0.59%

Max Drawdown

Winner

LEGR

36.12%

EPHE

55.83%

Sharpe Ratio

Winner

LEGR

1.48

EPHE

-0.67

5Y Beta

LEGR

0.78

Winner

EPHE

0.50

P/E Ratio

LEGR

22.56

EPHE

N/A

Forward P/E

LEGR

17.76

EPHE

N/A

PEG Ratio

LEGR

0.54

EPHE

N/A

5Y Dividends CAGR

Winner

LEGR

26.41%

EPHE

22.85%

5Y EPS CAGR

LEGR

15.95%

EPHE

N/A

P/S Ratio

LEGR

0.24

EPHE

N/A

P/B Ratio

LEGR

3.29

EPHE

N/A

LEGR vs EPHE - Historical Returns

Returns include dividend reinvestment.

Period	LEGR	EPHE
1 month	+2.44%	-0.37%
3 months	+9.24%	-6.89%
6 months	+10.96%	-0.84%
1 year	+25.86%	-11.25%
5 years(CAGR)	+11.05%	-3.36%
10 years(CAGR)	+11.74%	-3.51%
Max(CAGR)	+11.74%	+0.93%

Winner

LEGR

+2.44%

EPHE

-0.37%

Winner

LEGR

+9.24%

EPHE

-6.89%

Winner

LEGR

+10.96%

EPHE

-0.84%

Winner

LEGR

+25.86%

EPHE

-11.25%

5Y(CAGR)

Winner

LEGR

+11.05%

EPHE

-3.36%

10Y(CAGR)

Winner

LEGR

+11.74%

EPHE

-3.51%

Max(CAGR)

Winner

LEGR

+11.74%

EPHE

+0.93%

LEGR vs EPHE - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	LEGR	EPHE
2026	+7.22%	-3.83%
2025	+31.26%	+0.46%
2024	+17.51%	-1.65%
2023	+20.55%	-0.07%
2022	-20.19%	-14.92%
2021	+18.02%	-2.43%
2020	+16.98%	-3.77%
2019	+27.74%	+6.10%
2018	-14.10%	-18.15%
2017	N/A	+20.24%
2016	N/A	-2.25%
2015	N/A	-10.64%
2014	N/A	+24.29%
2013	N/A	-9.10%
2012	N/A	+45.22%
2011	N/A	-5.22%
2010	N/A	+0.02%

LEGR vs EPHE Drawdown Comparison

The maximum drawdown for LEGR was -36.12%, occurring on Mar 16, 2020. Recovery took 188 trading sessions.

The maximum drawdown for EPHE was -53.82%, occurring on Mar 18, 2020. This drawdown has not yet recovered.

The current LEGR drawdown is -4.75%. The current EPHE drawdown is -35.42%.

Rank	LEGR	EPHE
#1	-36.12% Feb 12, 2020 - Nov 9, 2020	-53.82% Apr 10, 2015 - Mar 18, 2020
#2	-31.46% Jan 12, 2022 - Mar 7, 2024	-31.78% May 15, 2013 - Apr 2, 2015
#3	-19.98% Sep 25, 2018 - Apr 17, 2019	-22.95% Nov 4, 2010 - Feb 3, 2012
#4	-14.25% Feb 18, 2025 - May 8, 2025	-10.93% May 3, 2012 - Jul 2, 2012
#5	-11.20% Jan 29, 2018 - Aug 29, 2018	-7.07% Jul 3, 2012 - Sep 14, 2012
#6	-10.39% Jan 29, 2026 - Apr 17, 2026	-6.88% Mar 11, 2013 - Mar 27, 2013
#7	-8.58% Jul 24, 2019 - Nov 5, 2019	-4.29% Mar 19, 2012 - Apr 17, 2012
#8	-7.78% Apr 29, 2019 - Jul 3, 2019	-4.04% Feb 22, 2012 - Mar 2, 2012
#9	-7.24% Jul 12, 2024 - Aug 23, 2024	-3.99% Dec 11, 2012 - Jan 2, 2013
#10	-6.42% Nov 8, 2021 - Jan 11, 2022	-3.60% Mar 28, 2013 - Apr 22, 2013
#11	-6.39% Oct 28, 2025 - Dec 19, 2025	-3.40% Oct 7, 2010 - Oct 25, 2010
#12	-5.09% Sep 3, 2021 - Oct 15, 2021	-2.74% Mar 5, 2012 - Mar 8, 2012
#13	-4.86% Apr 3, 2024 - May 6, 2024	-2.71% Feb 8, 2012 - Feb 22, 2012
#14	-4.78% Jan 21, 2021 - Feb 5, 2021	-2.61% Oct 17, 2012 - Nov 6, 2012
#15	-4.75% Jun 2, 2026 - Jun 5, 2026	-2.50% Sep 14, 2012 - Oct 2, 2012

Correlation

Correlation between LEGR and EPHE is -0.36 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.36

-101

Dividend Comparison (2010 - 2026)

LEGR vs EPHE dividend yield comparison.

Year	LEGR	EPHE
2026	0.22%	0.00%
2025	1.84%	2.11%
2024	2.40%	2.32%
2023	2.56%	2.01%
2022	2.64%	1.73%
2021	1.80%	1.05%
2020	0.95%	0.72%
2019	2.04%	0.78%
2018	1.30%	0.45%
2017	0.00%	0.36%
2016	0.00%	0.71%
2015	0.00%	1.03%
2014	0.00%	0.97%
2013	0.00%	1.05%
2012	0.00%	0.77%
2011	0.00%	1.06%
2010	0.00%	0.06%